Morningstar

BondBloxx US High Yield Indstrl Sctr ETF XHYI

Morningstar Medalist Rating
Medalist Rating as of | See BondBloxx Investment Management LLC Investment Hub

Morningstar’s Analysis XHYI

Will XHYI outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable XHYI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the XHYI management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of XHYI’s parent organization’s priorities and whether they’re in line with investors’ interests.

BondBloxx US High Yield Indstrl Sctr ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XHYI

More XHYI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AAdvantage Loyalty IP Ltd/ American Airlines Inc 5.75%

0.97 739,303
Corporate

EMRLD Borrower LP / Emerald Co-Issuer Inc. 6.63%

0.92 701,922
Corporate

TransDigm, Inc. 6.38%

0.91 692,277
Corporate

Mauser Packaging Solutions Holding Co. 7.88%

0.91 688,095
Corporate

TransDigm, Inc. 5.5%

0.85 644,940
Corporate

Neptune BidCo US Inc. 9.29%

0.83 626,916
Corporate

Allied Universal Holdco LLC / Allied Universal Finance Corporation 7.88%

0.78 588,276
Corporate

Staples, Inc. 10.75%

0.74 564,346
Corporate

TransDigm, Inc. 6.63%

0.71 542,042
Corporate

TransDigm, Inc. 6.75%

0.70 531,131
Corporate

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